Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/BAC · Entity 2801 | Legacy Asset Servicing Exec | August 18, 2011 | August 29, 2011 |
| Elme CommunitiesELME · Entity 6525 | Director | December 15, 2025 | December 17, 2025 |
| KBS Real Estate Investment Trust II, Inc.NONE · Entity 155131 | Director | September 03, 2019 | September 05, 2019 |
| KBS Real Estate Investment Trust III, Inc.NONE · Entity 9569 | Director | August 28, 2019 | September 05, 2019 |
| StepStone Private Credit Income FundN/A · Entity 104 | Director | March 14, 2025 | March 19, 2025 |
| StepStone Private Equity Strategies FundNONE · Entity 97 | Director | September 12, 2025 | September 16, 2025 |
| StepStone Private Infrastructure FundSTRUX · Entity 112 | Director | September 29, 2023 | October 02, 2023 |
| StepStone Private MarketsXPMIX · Entity 99 | Director | February 01, 2021 | February 12, 2021 |
| StepStone Private Venture & Growth FundXSPIX · Entity 105 | Director | November 01, 2022 | November 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BANK OF AMERICA CORP /DE/
Report date August 18, 2011 · Filed August 29, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectFamily Trust | 87,346 |
Reported balance
Holding disclosure · report date 2011-08-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 87,346 |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $30.68 · Expires 2012-02-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: These options, which are exempt under Rule 16b-3(d), vested 50% on June 23, 2003 and 50% on November 17, 2004 based on satisfaction of stock price performance conditions. |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $40.78 · Expires 2014-02-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 2, 2005. |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $42.70 · Expires 2018-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: These options, which are exempt under Rule 16b3-(d), vested in three equal annual installments commencing on February 15, 2009. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment. |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $44.36 · Expires 2016-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F4: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 15, 2007. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment. |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $46.68 · Expires 2015-02-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F5: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 1, 2006. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment. |
| Option, Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $53.85 · Expires 2017-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F6: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 15, 2008. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2013-02-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed F7: These restricted stock units, which are exempt under Rule 16b-3(d), are scheduled to vest in two remaining equal installments on each of February 12, 2012 and 2013. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-02-13 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance Not disclosed F8: These restricted stock units, which are exempt under Rule 16b-3(d), are scheduled to vest in one remaining installment on February 13, 2012. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2014-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance Not disclosed F9: These restricted stock units, which are exempt under Rule 16b-3(d), are scheduled to vest in three equal annual installments commencing on February 15, 2012. |
| Restricted Stock Units cash settledSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2013-02-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance Not disclosed F10: These restricted stock units, which were awarded pursuant to the terms of an award agreement which is exempt under Rule 16b-3(d), vest in two remaining equal installments on each of February 12, 2012 and 2013 and are payable solely in cash. The award is subject to a performance based clawback provision which permits cancellation of all or a portion of the award under specified circumstances. |
| Restricted Stock Units cash settledSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2014-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2011-08-18 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance Not disclosed F11: These restricted stock units, which were awarded pursuant to the terms of an award agreement which is exempt under Rule 16b-3(d), vest in three equal annual installments commencing on February 15, 2012 and are payable solely in cash. The award is subject to a performance based clawback provision which permits cancellation of all or a portion of the award under specified circumstances. |
Filing footnotes · ownership attribution and instrument terms
F1: These options, which are exempt under Rule 16b-3(d), vested 50% on June 23, 2003 and 50% on November 17, 2004 based on satisfaction of stock price performance conditions.
F2: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 2, 2005.
F3: These options, which are exempt under Rule 16b3-(d), vested in three equal annual installments commencing on February 15, 2009. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment.
F4: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 15, 2007. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment.
F5: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 1, 2006. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment.
F6: These options, which are exempt under Rule 16b-3(d), vested in three equal annual installments commencing on February 15, 2008. The net profit shares acquired on exercise must be held until the earlier of one year following exercise or termination of employment.
F7: These restricted stock units, which are exempt under Rule 16b-3(d), are scheduled to vest in two remaining equal installments on each of February 12, 2012 and 2013.
F8: These restricted stock units, which are exempt under Rule 16b-3(d), are scheduled to vest in one remaining installment on February 13, 2012.
F9: These restricted stock units, which are exempt under Rule 16b-3(d), are scheduled to vest in three equal annual installments commencing on February 15, 2012.
F10: These restricted stock units, which were awarded pursuant to the terms of an award agreement which is exempt under Rule 16b-3(d), vest in two remaining equal installments on each of February 12, 2012 and 2013 and are payable solely in cash. The award is subject to a performance based clawback provision which permits cancellation of all or a portion of the award under specified circumstances.
F11: These restricted stock units, which were awarded pursuant to the terms of an award agreement which is exempt under Rule 16b-3(d), vest in three equal annual installments commencing on February 15, 2012 and are payable solely in cash. The award is subject to a performance based clawback provision which permits cancellation of all or a portion of the award under specified circumstances.
Elme Communities
Report date December 15, 2025 · Filed December 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,208.8439 |
Reported balance
After 2025-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-12-15 · Grant · Acquired 2,883 · Balance 5,208.8439 F1: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restates effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 12/15/2025 of $17.34. The units settle only in stock. F2: Reflects the acquisition of 16.029 dividend equivalent units received during the fourth quarter of 2025 pursuant to the Company's Deferred Compensation Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restates effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 12/15/2025 of $17.34. The units settle only in stock.
F2: Reflects the acquisition of 16.029 dividend equivalent units received during the fourth quarter of 2025 pursuant to the Company's Deferred Compensation Plan for Directors.
KBS Real Estate Investment Trust II, Inc.
Report date September 03, 2019 · Filed September 05, 2019
This filing explicitly reported no securities owned.
KBS Real Estate Investment Trust III, Inc.
Report date August 28, 2019 · Filed September 05, 2019
This filing explicitly reported no securities owned.
StepStone Private Credit Income Fund
Report date March 14, 2025 · Filed March 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectThrough Charles Schwab & Co., Inc. FBO Ron Sturzenegger Individual Account | 0 |
Reported balance
After 2025-03-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-03-14 · Sale · Disposed 49,948.55 · Balance 0 F1: Shares were repurchased by the Issuer pursuant to its quarterly repurchase offer, which expired on March 14, 2025. |
| Class I Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectThrough Charles Schwab & Co., Inc. FBO Ron Sturzenegger DB Plan | 49,948.55 |
Reported balance
After 2025-03-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-03-17 · Purchase · Acquired 49,948.55 · Balance 49,948.55 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were repurchased by the Issuer pursuant to its quarterly repurchase offer, which expired on March 14, 2025.
StepStone Private Equity Strategies Fund
Report date September 12, 2025 · Filed September 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I SharesSEC Table I · non-derivative | IndirectBy Sturzenegger Family Trust U/A dtd 04/18/1996 | 50,000 |
Reported balance
After 2025-09-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-09-12 · Purchase · Acquired 50,000 · Balance 50,000 |
StepStone Private Infrastructure Fund
Report date September 29, 2023 · Filed October 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | IndirectIndividual retirement account | 100,100.1 |
Reported balance
After 2023-09-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-09-29 · Purchase · Acquired 100,100.1 · Balance 100,100.1 |
StepStone Private Markets
Report date February 01, 2021 · Filed February 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 35,979 |
Reported balance
After 2021-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-02-01 · Purchase · Acquired 15,979 · Balance 35,979 F1: Held through Individual Retirement Account. |
Filing footnotes · ownership attribution and instrument terms
F1: Held through Individual Retirement Account.
StepStone Private Venture & Growth Fund
Report date November 01, 2022 · Filed November 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | IndirectIndividual Retirement Account | 40,000 |
Reported balance
After 2022-11-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-11-01 · Purchase · Acquired 40,000 · Balance 40,000 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 17, 2025 00:58 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-25-000177 · edgardoc.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,208.8439 F1 · shares: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restates effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 12/15/2025 of $17.34. The units settle only in stock. F2 · balance_after: Reflects the acquisition of 16.029 dividend equivalent units received during the fourth quarter of 2025 pursuant to the Company's Deferred Compensation Plan for Directors. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 00:08 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 815.54 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-25-000100 · edgardoc.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,309.8147 F1 · shares: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restated effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 9/30/2025 of $16.86. The units settle only in stock. F2 · balance_after: Reflects the acquisition of 5.447 dividend equivalent units received during the third quarter of 2025 pursuant to the Company's Deferred Compensation Plan for Directors. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 20:38 UTC | StepStone Private Equity Strategies Fund NONE · Entity 97 | PurchaseClass I Shares | 50,000 | $10.00 | $500,000.00 |
DisclosureSEC source: 0001193125-25-205299 · ownership.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sturzenegger Family Trust U/A dtd 04/18/1996 Disclosed balance after: 50,000 Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 12:54 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 999.8277 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-25-000076 · edgardoc.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,488.8277 F1 · shares: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restated effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 6/30/2025 of $15.90. The units settle only in stock. Read SEC document |
| May 15, 2025 Filed May 19, 2025 12:25 UTC | Elme Communities ELME · Entity 6525 | GrantCommon Stock | 489 | $0.00 | $0.00 |
DisclosureSEC source: 0000104894-25-000064 · edgardoc.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 489 F1 · shares: These are Restricted Share Units granted pursuant to the Elme Communities 2016 Incentive Plan (as amended and restated effective as of May 30, 2024) and the Company's Deferred Compensation Plan for Directors - the number of shares awarded is based on the closing price on 5/15/2025 of $16.22. The units settle only in stock. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 19:12 UTC | StepStone Private Credit Income Fund N/A · Entity 104 | PurchaseClass I Common Shares of Beneficial Interest | 49,948.55 | $10.24 | $511,473.15 |
DisclosureSEC source: 0000950170-25-041952 · ownership.xml · nonDerivative · entry 2 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through Charles Schwab & Co., Inc. FBO Ron Sturzenegger DB Plan Disclosed balance after: 49,948.55 Read SEC document |
| March 14, 2025 Filed Mar 19, 2025 19:12 UTC | StepStone Private Credit Income Fund N/A · Entity 104 | SaleClass I Common Shares of Beneficial Interest | 49,948.55 | $10.24 | $511,473.15 |
DisclosureSEC source: 0000950170-25-041952 · ownership.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through Charles Schwab & Co., Inc. FBO Ron Sturzenegger Individual Account Disclosed balance after: 0 F1 · kind: Shares were repurchased by the Issuer pursuant to its quarterly repurchase offer, which expired on March 14, 2025. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 16:49 UTC | StepStone Private Credit Income Fund NONE · Entity 104 | PurchaseCommon Shares of Beneficial Interest | 49,948.551 | $10.01 | $499,985.00 |
DisclosureSEC source: 0000945621-24-000506 · form4.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Through National Financial Services LLC FBO Ron Sturzenegger Disclosed balance after: 49,948.551 Read SEC document |
| September 29, 2023 Filed Oct 2, 2023 17:21 UTC | StepStone Private Infrastructure Fund STRUX · Entity 112 | PurchaseShares of Beneficial Interest | 100,100.1 | $10.44 | $1,045,045.04 |
DisclosureSEC source: 0000945621-23-000509 · form4.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Individual retirement account Disclosed balance after: 100,100.1 Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 18:50 UTC | StepStone Private Venture & Growth Fund XSPIX · Entity 105 | PurchaseShares of Beneficial Interest | 40,000 | $25.00 | $1,000,000.00 |
DisclosureSEC source: 0001567619-22-019149 · doc1.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Individual Retirement Account Disclosed balance after: 40,000 Read SEC document |
| February 01, 2021 Filed Feb 12, 2021 21:38 UTC | StepStone Private Markets XPMIX · Entity 99 | PurchaseShares of Beneficial Interest | 15,979 | $31.29 | $499,982.91 |
DisclosureSEC source: 0000899243-21-006463 · doc4.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,979 F1 · ownership.direct: Held through Individual Retirement Account. Read SEC document |
| October 01, 2020 Filed Feb 5, 2021 18:10 UTC | StepStone Private Markets XPMIX · Entity 99 | PurchaseShares of Beneficial Interest | 20,000 | $25.00 | $500,000.00 |
DisclosureSEC source: 0001567619-21-002338 · doc1.xml · nonDerivative · entry 1 Sturzenegger Ron D. · CIK 0001528428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · ownership.direct: Held through Individual Retirement Account. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.